Fiduciary Tax Administrator

BMO•Chicago, IL

7d•Onsite

About The Position

The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms 1041, 990, 5227, and 1099). The role requires understanding asset income taxability, strong written and verbal communication with non‑tax professionals, a commitment to exceptional internal and external client service, and the ability to multitask and manage tax volume under competing priorities.

Requirements

Accounting degree; (CPA/EA or in progress)
3+ years tax experience or 2+ trust tax experience
Advanced Excel/data skills to manage large data sets, including functions and interactive worksheets
Proficiency in OneSource Trust Tax software
Experience with trust accounting income/principal concepts (SWP/SEI)

Nice To Haves

Access database and Power BI experience (plus)
Experience with tax research software and capital changes

Responsibilities

Coordinate fiduciary tax tasks, processes, and team workflows across volume
Ability specialized specific tax law areas
Trust, estate , IRAs, & GST taxation background
Project management for special client and organizational projects
Review account documents for assigned accounts
Manage and maintain assigned accounts for timely, accurate tax reporting
Mitigate client, administrator, and internal inquiries, support trust, and investment teams
Respond to tax notices and work directly with tax authorities and vendors
Provide tax training across organization when required